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Global X Funds (BRAZ)
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Upturn Advisory Summary
11/05/2025: BRAZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -11.09% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.97 - 25.37 | Updated Date 06/29/2025 |
52 Weeks Range 18.97 - 25.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X Funds
ETF Overview
Overview
Global X Funds provides a range of thematic and strategic beta ETFs, focusing on disruptive technologies, emerging markets, and income strategies. They offer targeted exposure to specific sectors and trends.
Reputation and Reliability
Global X has a solid reputation for innovation and providing access to specialized investment themes. They are known for their diverse ETF offerings and research.
Management Expertise
Global X Funds' management team has extensive experience in ETF development, investment management, and market research.
Investment Objective
Goal
To provide investors with targeted exposure to specific market segments, themes, or investment strategies.
Investment Approach and Strategy
Strategy: Global X Funds employs a mix of index-tracking and actively managed strategies, depending on the specific ETF. Many track modified market-cap weighted indexes focused on specific themes.
Composition The ETF holdings vary significantly depending on the specific fund, ranging from equities and bonds to commodities and currencies. Equity is the major assets in Global X funds.
Market Position
Market Share: Difficult to define a single market share due to the diversity of Global X's thematic offerings. Their share within each specific thematic segment varies widely.
Total Net Assets (AUM): 45000000000.00
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- iShares Global Clean Energy ETF (ICLN)
- VanEck Semiconductor ETF (SMH)
Competitive Landscape
The ETF market is highly competitive. Global X differentiates itself through its thematic focus, offering exposure to niche sectors and innovative industries. Competitors like ARK offer concentrated, high-growth strategies, while iShares and VanEck provide broad market or sector exposure at lower costs. Global X's competitive advantage lies in its specialized thematic offerings, but its expense ratios can be higher than broader-based ETFs.
Financial Performance
Historical Performance: Performance varies significantly across Global X Funds, depending on the specific fund's investment strategy and underlying assets.
Benchmark Comparison: Performance is typically compared to the relevant thematic index or benchmark for each specific fund.
Expense Ratio: Ranges widely from 0.20% to 0.95% depending on the fund.
Liquidity
Average Trading Volume
Liquidity varies greatly across Global X Funds; some funds have high trading volumes, while others have lower volumes.
Bid-Ask Spread
The bid-ask spread depends on the specific fund and its trading volume; it generally reflects the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic growth, technological advancements, regulatory changes, and investor sentiment influence the performance of Global X Funds. Thematic funds are more susceptible to specific sector and trend-based market dynamics.
Growth Trajectory
Global X Funds' growth trajectory depends on the continued adoption of thematic investing and the performance of its underlying sectors. Expansion into new thematic areas and product innovation are key drivers of growth.
Moat and Competitive Advantages
Competitive Edge
Global X Funds' advantages include its first-mover advantage in several thematic ETF categories, its strong brand recognition among thematic investors, and its diverse product lineup. They have built a reputation for identifying and capitalizing on emerging trends, giving them a competitive edge. Also, they are also known for producing some research around their products, increasing perceived value and investor confidence. Lastly, they offer very narrow targeted funds giving investors more control.
Risk Analysis
Volatility
Volatility varies significantly across Global X Funds, depending on the specific fund's investment strategy and underlying assets.
Market Risk
Market risk depends on the specific fund's underlying assets. Thematic funds can be more volatile due to their concentrated sector exposure and sensitivity to specific industry trends.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to specific market segments, themes, or investment strategies are ideal candidates. Investors looking to express specific views on future trends and are comfortable with higher risk are also ideal candidates.
Market Risk
Global X Funds are suitable for both long-term investors and active traders, depending on the specific fund and investment strategy.
Summary
Global X Funds provides thematic and strategic beta ETFs focusing on specific sectors and trends, offering targeted exposure. These funds are ideal for investors who want to express specific views on future trends and can tolerate higher volatility. A strength of Global X is their niche offerings, however, that also comes with the disadvantage of increased expense ratios and higher risk depending on the fund. It's important to review the underlying assets and strategies of each fund, before investing to ensure that meets the investors profile.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Global X Funds Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on your own research and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange traded fund ("ETF") advised by Global X Management Company LLC (the "Adviser") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, measured at the time of purchase, in equity securities: (i) of issuers domiciled in Brazil; and/or (ii) that are tied economically to Brazil. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.